Incomplete worksheet items
OverviewThis article explains when to use incomplete worksheet items, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Overview
This article explains when to use incomplete worksheet items, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Incomplete worksheet items sits within Work / Worksheets. It is designed to work alongside related articles such as Adding jobs to a worksheet, Adding quotes to a worksheet, Creating a worksheet, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Order By, Actions, Next Stop in Google Maps, Next Stop in Apple Maps, Open Full Route in Google Maps.
Important fields
- Content: Look for input such as “Enter note content...”.
- Status Date: Complete this value carefully before you save.
- Actual Duration (Hours): Complete this value carefully before you save.
- Actual Duration (Minutes): Complete this value carefully before you save.
- Charged: Complete this value carefully before you save.
- Invoice: Turn this option on only when it applies to the current workflow.
- Paid: Turn this option on only when it applies to the current workflow.
- Paid: Complete this value carefully before you save.
- Tip: Complete this value carefully before you save.
- Method: Look for input such as “Select payment method”.
- Reference: Look for input such as “Payment Reference”.
- Payment Fee: Complete this value carefully before you save.